Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:
- Charitable giving options
- Community needs and issues
- Our grant making priorities and impact
- Planned giving and charitable giving benefits.
Free Trust Illustrations
We are glad to 'run the numbers' for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual.
We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan and annual cash flow projections.
Professional Advisor Connection
This monthly newsletter keeps professional advisors up to date on the laws and trends that impact their clients' giving, while also providing educational resources and support. Here is our most recent edition: Professional Advisor Connection - July 2020.
Let us help you help your clients.
Give us a call at 843.681.9100 or contact Emmy Rooney at email@example.com.